With the development of 5G communication technology, the power consumption of 5G base stations and terminals has increased, and the high integration of equipment puts forward higher performance requirements and challenges for the heat dissipation technology of materials such as base stations and mobile phones.
From the base station side, as the demand for data traffic continues to soar, the network load increases sharply, and the heat dissipation pressure of the base station increases sharply. In order to increase the communication transmission rate and solve the problems of base station equipment damage, downtime and disconnection, many new high-efficiency devices, such as inflation boards, have been added to 5G base stations.
For the terminal side, with the continuous upgrade of assembly density and integration, thermal design and thermal management issues have become the core technical composition of consumer electronic components. In particular, the power consumption of 5G smart phones is more than twice that of 4G phones, and the heat dissipation The problem remains serious. In order to meet the growing market demand for heat dissipation materials, many manufacturers are competing in this field.
From the perspective of mobile phone heat dissipation requirements, graphene and soaking plates are still popular among heat dissipation materials.
As the penetration rate of 5G mobile phones increases, the global mobile phone cooling market is expected to increase from 14 billion yuan in 2019 to 22.8 billion yuan in 2022. Among them, the 5G mobile phone cooling market is expected to increase from 600 million yuan in 2019 to 15.5 billion yuan in 2022, and the compound annual growth rate (CAGR) from 2020 to 2022 is as high as 195%.
Among them, from 2020 to 2022, the global 5G mobile phone Vapor Chamber: The market size of VC heat dissipation will rapidly increase to 1.289 billion yuan, 2.803 billion yuan and 4.332 billion yuan; the market size of graphene thermal film will reach 64 million yuan and 123 million yuan respectively. Yuan and 173 million yuan.
Benefiting from the continuous upgrade of 5G smart terminals, at the end of last year, the mobile phone cooling market has seen a trend of centralized head cooling module manufacturers, such as TWSH, TWTS, TWQH, TWLZ, TWCZ and TWJC heat pipes and Vapor Chamber:VC in Taiwan. Taiwanese manufacturers with first-mover advantages.
In contrast, mainland China's heat dissipation material and module suppliers are constrained by technology and financial strength, and their layout is relatively delayed. After years of development, at present, in the Chinese mainland market, the A-share listed companies in the VC field include BJZS Electronic Material Technology Group and JSTY Electronic Material Technology Group, which have entered the supply chain system of Huawei and Samsung.
Since BJZS entered the domestic mobile phone major customer supply chain system last year, it has continued to pay attention to industries with fast-developing trends in electronic equipment, realizing a full range of cards in the heat dissipation material industry, and increasing investment in mobile phone Vapor Chamber R&D while continuing to expand Applications from graphite products to laptops, tablets, smart wearables and other new fields.
It is reported that the current BJZS single-layer thick graphite film has been delivered in batches to major mobile phone customers in South Korea; the application of graphite products in large client terminals has expanded from mobile phones to laptops, tablets and other new projects. Ten thousand square meters per month.
At the same time, in the field of 5G, BJZS keeps pace on both sides of the base station and terminal. Its thermal conductive materials and shielding materials have completed the preliminary technical and production preparations in the domestic 5G base station and supporting equipment services, and have begun batch delivery, and completed the first half of the year. The production capacity of 2 million ultra-thin heat pipes per month for mobile phones has begun to be supplied in batches.
The most noteworthy is the completion of the second-generation automated production line of its Vapor Chamber, which has a monthly production capacity of 2 million pieces. The South China plant has been completed and put into production, and the first phase has a die-cutting capacity of 50 million pieces/month.
Compared with BJZS's focus in the field of Vapor Chamber, JSTY has expanded mainly around the upstream and downstream of the consumer electronics industry chain since 2018, and has successively entered the business sectors of glass panel backplanes and ceramic backplanes, ultra-thin heat pipes and ultra-thin Vapor Chambers. , Its scope is relatively broad.
Nowadays, JSTY's high thermal conductivity graphite film is used in brands such as Samsung, Huawei, vivo, and oppo. Mass production and delivery of ultra-thin heat pipes and ultra-thin Vapor Chamber began.
Looking at the entire heat dissipation market, in addition to BJZS and JSTY, there are also many manufacturers involved in the heat dissipation business, including SZDR, SBD, AJ Technology, KCXY, etc. Driven by the demand for 5G and big data, the heat dissipation market is in the blue ocean market. Some manufacturers who enter this field through mergers and acquisitions will strive to get a share in this field, and the competition will become increasingly fierce. The future pattern of the above two major manufacturers of thin heat pipes and soaking pipes deserves continuous attention.